Jo specialises in the accounting, compliance and advice for Self Managed Superannuation Funds.
Jo commenced working for MGI Adelaide in 2000 as a graduate accountant. She has worked as an accountant and manager of many of the firm’s clients across a wide range of industries.
Since 2009, Jo has overseen the management of the firm’s Super Team. In addition to assisting, the trustees of SMSFs comply with the regulations and achieve positive results for their retirement.
Whether just starting out with a SMSF and building wealth for the future or already in retirement phase, Jo enjoys getting to know her clients and understanding their goals.
Jo is a Chartered Accountant and Limited Authorised Representative 471541 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.